Kyle Forman is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at KeyBank and Citizens Bank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and offers multiple wrap programs with integrated custodial, trade execution, and insurance services.

Thomas Jarecki is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Chase Investment Services Corp. since 2006. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services supported by affiliated insurance products and KeyCorp affiliates.

David Donnelly Sr. is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at LPL Financial LLC, PNC Investments, and CUNA Brokerage Services, Inc. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through model-based portfolio management. The firm uses a multi-provider platform with discretionary implementation and offers multiple wrap programs supported by affiliated insurance products and services from KeyCorp affiliates.

Sandra Centa is a CFA® charterholder and holds a Series 63 license, with 15 years of experience in the financial industry. She is currently with HSBC Securities (USA) Inc., where she has worked since 2022, having previously held positions at Truist Bank, Truist Securities, SunTrust Robinson Humphrey, and BB&T. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm uses a model-based investment approach supported by global asset management partners and offers specialized programs such as Offshore Spectrum for non-resident clients.

Ronald Zeppernick is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Key Investment Services since 2010, following previous roles at PNC Wealth Management and Natcity Investments, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by both its internal Chief Investment Office and third-party managers, offering various wrap programs with custodial and trade execution services.

Roger Ramirez is a financial advisor with SPC in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, Ramirez serves as a mentor coordinator for a local networking group, participates on the fundraising committee for St. Edward High School athletic teams, and is a Republican Party precinct committee member in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Maximilian Turner is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he worked at Sureshine Marine Detailing and John Carroll Recreation Department. Outside of his advisory role, he serves as an assistant wrestling coach at a local high school. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers various wrap programs with custodial and trade execution services.

Susan Schaufele is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at several firms, including Foothill Securities, Inc., Fintegra, LLC, Sanders Morris LLC, SMH Capital Advisors LLC, and Ferris, Baker Watts, LLC. She has been with Independent Financial Group since 2016. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing both passive and active investment approaches tailored to client risk profiles.

Mark Schneider is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities, FIFTH THIRD BANK, and Principal Financial Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider model for portfolio management and oversight.

Joseph Redmon is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with PNC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering for employees. The firm utilizes approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing and no individual security trading or margin use.

Robert Cohen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior work includes roles at KeyBank and Wedbush Securities Inc. He is based in Brooklyn, Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through various portfolio management and model-based advisory products. The firm utilizes a multi-provider model combining platform services from Envestnet with portfolio design by its Chief Investment Office and third-party managers, offering clients primarily non-discretionary investment models alongside optional tax and values overlay services.

Amanda Hays is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and has worked at KeyBank NA since 2009. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates, offering a range of wrap programs and investment solutions.

Rebecca Greene is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Fifth Third Securities in 2020, she worked at Citizens Bank and Citizens Securities, Inc. from 1999 to 2020. Outside of her advisory role, she is an owner and landlord of rental property in Lakewood, Ohio. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, featuring direct indexing and tax-overlay services.

Eric Woodfill is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Key Investment Services and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model combining discretionary implementation and third-party strategist portfolios, serving clients primarily through non-discretionary model selections.

Christopher Merrill is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes multiple roles at Key Investment Services and KeyBank. Outside of finance, he is a part-owner of an ice cream shop and holds a Michigan real estate license, primarily for personal use. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a range of clients, including individuals, trusts, and institutional plans. The firm employs a multi-provider platform with both discretionary and non-discretionary management options and leverages its affiliation with KeyCorp entities for additional financial services.

Jeffrey Carney is a financial advisor at PNC Wealth Management in N. Olmsted, OH, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Angela Myers is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Fifth Third Securities, J.P. Morgan Securities LLC, and Bank of America. Outside of her advisory work, she owns and operates Goldie Brands LLC, a small business specializing in spray tans. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model integrating discretionary and non-discretionary portfolio management, with a focus on wrap-fee programs supported by affiliated custodial and insurance services.

Brett Hilton is a Series 66 credentialed advisor at Key Investment Services LLC with three years of industry experience. His work history includes roles at John Carroll University, Elios Financial Group, and Sigma Financial Corporation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider platform and offers a range of wrap programs with custodial and trade execution services.

James Broderick is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at AllianceBernstein, Merrill, and Omega Pensions Inc. Broderick serves as a board member and co-chair of the donor development team for the Rocky River Education Foundation in Ohio. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, utilizing an open-architecture investment approach with access to multiple third-party platforms and strategies.

Brent Teague is a financial advisor with Stratos Wealth Partners, Ltd in Strongsville, OH, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. His prior roles include positions at Oswald Financial, Inc., Global Retirement Partners, LLC, and LPL Financial, LLC. He is involved in Financial Wellness Partners, an affiliated business related to investment advisory services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering discretionary and non-discretionary portfolio management through customized or model portfolios, utilizing an open-architecture approach with multiple third-party platforms and managers.